<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8" />
<meta name="viewport"
	content="width=device-width, initial-scale=1, minimum-scale=1, maximum-scale=1, user-scalable=0" />
<title>Invest Works</title>
<link rel="shortcut icon" type="image/x-icon"
	href="css/images/favicon.ico" />
<link rel="stylesheet" href="css/style.css" type="text/css" media="all" />


<script>
<%@include file="header.jsp" %>

</script>



</head>
<body>
	<!-- wrapper -->
	 <div id="wrapper1">
		<!-- shell -->
		  <div class="shell">
			<!-- container -->
			  <div class="container">
				<!-- main -->
				<div id="stat_page">
					
					<h2>INVESTMENTS</h2>
					<p>We offer investment strategies typically deployed by
						institutional investors and large funds. Our investment strategies
						cater to equity portfolios, fund investments and broad asset
						allocation.</p>
					<h3>Equity Portfolio</h3>
					<p>An equity portfolio is constructed with the long term
						perspective. Long term investing in India has historically
						generated returns between 15-18% per annum on compounding
						basis.The team at InvestWorks has created models that identify
						stocks based on the following:</p>
					<ul>
						<li>1. Earnings per Share of the company</li>
						<li>2. Historical Price to Earnings of the company and the
							industry</li>
						<li>3. Management commentary given during quarterly numbers</li>
						<li>4. Analyzing macro economic factors influencing the
							companys performance</li>
					</ul>
					<p>Once the stocks are identified, an appropriate percentage
						allocation for the same is suggested. This is determined based on
						the models output, thus making the whole process very objective</p>
					<h3>Fund Investment</h3>
					<p>Apart from Equity investments, we recommend investing in the
						following:</p>
					<ul>
						<li>1. Mutual Funds and ETFs - Investing in Mutual Funds and
							ETFs are largely driven by our asset allocation based fund of
							funds model. The advantages of investing in ETFs are investing in
							equities through diversification and at the same provide
							liquidity to exit the same, thereby reducing risks of the
							portfolio.</li>
						<li>2. Fixed Income and Alternate Funds (like gold funds) -
							These provide superior risk-return payoff.</li>
					</ul>

					<h3>Asset Allocation</h3>
					<p>Asset allocation is a very important technique for
						generating superior risk adjusted returns. Our asset allocation
						model is used in the industry by several large financial
						institutions and is based on the following models:</p>
					<ul>
						<li>1. Risk/Return Optimization</li>
						<li>2. Quant forecasts</li>
						<li>3. Stability analysis</li>
					</ul>
					<p>The inputs for our asset allocation models include:</p>
					<ul>
						<li>1. An individual's Investment Style</li>
						<li>2. An individual's capital and investment requirements,
							including horizon of investments</li>
						<li>3. Macro economic scenario</li>
						<li>4. Risk profile</li>
						<li>5. Any specific view an individual may have on the
							markets and the economy</li>
					</ul>
					<p>Once the strategic and tactical asset allocation is created,
						we review the allocation every quarter to incorporate any changes
						in the aforementioned variables.</p>
				</div>


				<!-- end of main -->

				<div class="cl">&nbsp;</div>
				<script>
				<%@include file="footer.jsp" %>
				</script>
			 </div>
			<!-- end of container -->
		 </div>
		<!-- end of shell -->
	 </div>
	<!-- end of wrapper -->
</body>
</html>